摩根大通：全球工业的良好、不太良好和丑陋之处

Joseph Lupton (1-212) 834-5735 joseph.p.lupton@jpmorgan.com JPMorgan Chase Bank NA Global Economic Research 11 October 2024 J P M O R G A N The okay, the not so okay, and the ugly of global industry • Global manufacturing has struggled for two years • After a brief bounce in 2Q, the pace of growth has slowed but output has continued to grow • Industrial sector growth owes to resilient demand, which in turn is supported by health fundamentals • But the latest business surveys send a concerning signal on both ...